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Kenneth Andrade said valuations and market capitalisation of some of the cyclical names are trading at levels which they do not deserve. Though he is not bearish on manufacturing, Andrade advised looking for plays that will dominate the international landscape.
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The business environment remains robust along with capacity utilization for India Inc nearing 90 percent, Andrade's note said.
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The sharp rally in 2023 has taken the market capitalisation-to-GDP ratio to a historical high of over 100 percent. "Whenever such instances have happened, the market has corrected quite significantly," Andrade said
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Andrade agrees that peak profitability may be behind, and that competition is expected to increase. And yet, there could be an opportunity for Indian chemical companies because of the changed priorities for governments and corporates post-pandemic
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Among the commodities, the veteran equity manager expects steel sector to do well while being bullish on real estate
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He sees opportunities in manufacturing and agri-products, among others
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We favor export-facing businesses, companies that have the cost advantage in their favor, and two we are a little averse to buy too many domestic consumer-facing businesses, says Andrade.
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In this episode of Coffee Can Investing, Saurabh Mukherjea talks to Kenneth Andrade, Founder and Chief Investment Officer of Old Bridge Capital about his journey in the financial markets and his investment style.
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If you are a value investor like Kenneth Andrade, Founder of Old Bridge Capital, certainly is, where you find value in a market which is up 25 percent this year and at all-time highs.
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Speaking to CNBC-TV18 Kenneth Andrade, Founder & CIO of Old Bridge Capital Management said that the double whammy of Donald Trump presidency and demonetisaiton drive are event-driven outcomes.
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Spread of credit is also expected to improve as more money will be in hands of people, says Kenneth Andrade, Founder & CIO of Old Bridge Capital Management.
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Andrade says there are more people graduating into the earning cycle and trading up as consumers, than corporates expanding balance sheets. So individual balance sheet will now expand, like the corporates did so in the last decade, he says
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Anoop Bhaskar has large shoes to fill at IDFC Mutual, though the quantum of funds he will be overseeing are less than half of those he used to manage at UTI MF
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Private investor Kenneth Andrade advises investors to look for nice companies to invest in irrespective of the environment — it doesn't matter whether it is a bull market or a bear market. He claims his best performance came in when the Sensex was between 15000 and 20000
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Kenneth Andrade, HD- Investment, IDFC Mutual Fund, says the market has more scope to fall further and if it does, stocks will not be at their correct valuations because they have run up way ahead.
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Andrade is advising investors to buy IT stocks on declines as the companies have robust balance sheets and good cashflows
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On Moneycontrol Messageborad, boarder Ramakant Pattanayak asked about the outlook on Hero Moto for the next six months.
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Kenneth Andrade, head investment, IDFC Mutual Fund expects midcap companies to clear their balance sheets soon.
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According to Kenneth Andrade, the issue around bond yields is just one part of the problem which is putting up a near-term pressure, but the environment is still far from recovery.
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Investors now prefer taking valuation risk than taking business risk. So, funds are getting polarised into high quality businesses such as FMCG, IT and pharma, says Kenneth Andrade of IDFC.
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Kenneth Andrade, Head Investment at, IDFC Mutual Fund is neutral on pharma sector.
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IDFC Sterling Equity Fund had delivered good performance over different time frame. Accoring to Arnav Pandya, this fund focuses on medium sized companies with proven business models that will end up becoming leaders over a period of time.
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IDFC Mutual Fund has launched IDFC Equity Opportunity - Series 1, a 3 year close ended equity scheme.
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Four experts tell us that though the year may not give great returns, equities still remain the most preferred asset class to invest in.
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So is the worst really over? For that, we‘ve got to understand what really turned the tide in 2012.
